See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,441 | $93,571-39.7% | $135,903-58.5% | $75,163-24.9% |
| Participation rate | 80.2% | 75.2%+5.1pp | 81.9%-1.7pp | 67.2%+13.1pp |
| Annual return | 20.62% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,407 | $6,404+93.7% | $7,758+59.9% | $4,125+200.8% |
| Admin fee / account holder | $987 | $6,975-85.8% | $10,762-90.8% | $5,651-82.5% |